what can we expect from energy in 2013? joining us from london is jason from european oil and gas research at mccard securities. i'm going to ask you an overall question, jason, and i don't know how you answer this, but, for investors, that are looking at a way to play energy, i mean, is it going to be basically hydro carbon based? are we back to that where it's either natural gas or oil exploration or some facet of that? >> i certainly think so. i think that did we're looking for trends in 2013, you know, the potential re-emergence of higher natural gas prices could be there. we think it's going to take some time for that to happen. i think the trend in 2013 is going to be a continuation of the 2012 trend, a very high refining margins in the midcontinent of the u.s. and that's because of the rising u.s. crude oil production from places like the balkans. we still think that stocks like western refining and holly frontier could still be very good investments for 2013. and then those oil produces like eog resources would be a